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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,048 | $165,381-6.2% | $149,730+3.6% | $158,966-2.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.46% | 348.29%-342.8pp | 276.70%-271.2pp | 302.95%-297.5pp |
| Employer contribution / active EE | $29,644 | $5,104+480.8% | $4,645+538.2% | $4,762+522.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55,748 | $10,809+415.7% | $9,310+498.8% | $11,250+395.5% |